Ranch Capital Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Ranch Capital Advisors’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$336K	Buy	+3,901	New	+$328K	0.11%	123
2024 Q3	–	Sell	-7,056	Closed	-$440K	–	157
2024 Q2	$440K	Buy	+7,056	New	+$411K	0.23%	103
2021 Q4	–	Sell	-1,272	Closed	-$62K	–	591
2021 Q3	$62K	Sell	1,272 -54	-4%	-$2.69K	0.04%	245
2021 Q2	$63K	Hold	1,326	–	–	0.04%	272
2021 Q1	$56K	Hold	1,326	–	–	0.04%	274
2020 Q4	$56K	Sell	1,326 -54	-4%	-$2.15K	0.04%	271
2020 Q3	$52K	Sell	1,380 -168	-11%	-$6.2K	0.04%	283
2020 Q2	$57K	Buy	1,548 +6	+0.4%	+$185	0.04%	279
2020 Q1	$40K	Hold	1,542	–	–	0.04%	311
2019 Q4	$47K	Buy	+1,542	New	+$44.5K	0.04%	352

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Ranch Capital Advisors's VUG Position: Q2 2026 in Review

Ranch Capital Advisors opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 3,901 shares worth $336K. The stake represents 0.11% of the portfolio and ranks #123 among its holdings. This is a return to the name: Ranch Capital Advisors previously reported a position in VUG as recently as Q2 2024.

Ranch Capital Advisors first reported a position in VUG in Q4 2019 and has held it in 10 quarters since. The position peaked at $440K in Q2 2024. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Ranch Capital Advisors held 3,901 shares of Vanguard Morningstar Growth ETF worth $336K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Ranch Capital Advisors position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.11% of Ranch Capital Advisors's portfolio in Q2 2026, its #123 holding.
Ranch Capital Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 10 quarters since.
Ranch Capital Advisors's Vanguard Morningstar Growth ETF position peaked at $440K in Q2 2024.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.